Coastal Bridge Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $528K | Hold |
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|
2024
Q3 | $568K | Hold |
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $626K | Hold |
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|
2023
Q4 | $592K | Hold |
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|
2023
Q3 | $576K | Hold |
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|
2023
Q2 | $618K | Hold |
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|
2023
Q1 | $615K | Hold |
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|
2022
Q4 | $626K | Sell |
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|
2022
Q3 | $584K | Hold |
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|
2022
Q2 | $633K | Hold |
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|
2022
Q1 | $650K | Hold |
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|
2021
Q4 | $650K | Hold |
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|
2021
Q3 | $583K | Hold |
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|
2021
Q2 | $597K | Hold |
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|
2021
Q1 | $575K | Hold |
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|
2020
Q4 | $563K | Hold |
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|
2020
Q3 | $485K | Hold |
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|
2020
Q2 | $414K | Hold |
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|
2020
Q1 | $351K | Sell |
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|
2019
Q4 | $466K | Hold |
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|
2019
Q3 | $443K | Sell |
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|
2019
Q2 | $445K | Hold |
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|
2019
Q1 | $437K | Hold |
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|
2018
Q4 | $390K | Hold |
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|
2018
Q3 | $435K | Hold |
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|
2018
Q2 | $433K | Hold |
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|
2018
Q1 | $435K | Hold |
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|
2017
Q4 | $463K | Hold |
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|
2017
Q3 | $442K | Buy |
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